Keep in control with just one IT system

7 March 2011 | By Sophie Hall, Director of business development, IntelliFlo

I love working in financial services. I meet people who have such a passion for the industry it’s awe-inspiring.

The way individuals and businesses have adapted to these unprecedented challenging times shows the versatility of our industry and those working in it.

Like any walk of life, there’s always going to be some individuals who tarnish the industry but the majority want to do a decent job.

With the ongoing debates about the Mortgage Market Review, the rise in mortgage complaints and the challenges faced by brokers every day, the one thing I remain certain of is that the more you know about what’s going on in your business, the more control you have.

Disjointed IT systems that leave gaps in knowledge about your business is a risk you don’t need. You will have more control if just one system allows you to see what’s going on at any time.

The advantage of having one system that can capture the journey your clients have taken from the moment they were introduced, means information about clients is being built from inception.

This is even better if your introducers have the capability to refer clients to you on the same system.

When you look at an IT system, find out how much it can do for you.

This is not just in terms of client management, but the added value it gives by driving down costs, increasing revenue potential and the scope it has to adapt to your business model.

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